Confirm, review and undo changes
Track which moves families have agreed to, see every change in your plan, and remove any you don’t want.
For centre directors2 min readStep-through of real screens
Plan › ChangesStep-through
1/6Changes lists every move in the plan, with the parent’s contact details.
Pending and confirmed
Every move starts as Pending. It means the move is in your plan, but the family hasn’t agreed to it yet. Your whole team can see where each change is up to:
- Accept a suggestion or make a move. It’s marked Pending.
- Speak with the family. Changes lists their contact details.
- If they accept, open the ⋯ menu on the child’s card and choose Mark as confirmed. The Pending badge goes.
- If they decline, choose Undo move instead, and the child goes back to where they were.
Only mark a move confirmed once the family has said yes. Confirmed moves are what your team actions in your CCMS, and their dates are highlighted in the date selector.
See every change
- Click Changes at the top of the plan. The number shows how many moves the plan has.
- Each row shows the date, the child, the type of move, the room and days, and the parent's contact details.
- Use the All, Confirmed and Unconfirmed tabs to filter the list. Unconfirmed is your list of families still to speak with.
- To undo a move, click the bin icon on its row, then Confirm. The child goes back to where they were and the numbers update.
- Use Export to CSV or Print to work through the list in your CCMS.
On the board, Undo move in the card’s ⋯ menu shows the date of the change, so you know which move you’re undoing.
Removing a change can’t be undone. If you remove one by mistake, accept the suggestion again or drag the child back.